Unified Technologies · 22 hours ago
Sales Support Coordinator
Unified Technologies is seeking a Sales Support Coordinator to support the Sales Engineering department. This role is responsible for creating and managing sales opportunities, assembling proposals, and ensuring the accuracy of documentation and data within the CRM system.
Responsibilities
Create and maintain a Connectwise opportunity for every new sales request submitted to Sales Engineering
Validate that required opportunity information and documentation is present before opportunities advance
Enforce standardized opportunity creation and requirements
Ensure accurate tracking of opportunity status, timelines, and ownership
Build proposals using approved solution designs from Sales Engineers
Translate technical solutions into accurate, professional, client-ready proposals
Ensure scope, assumptions, exclusions, dependencies, and pricing are clearly documented
Manage internal approvals, version control, and document readiness prior to release
Track contract, license, and subscription renewal dates for managed products and services, including firewalls and security licenses, SaaS and cloud subscriptions, hardware support and maintenance agreements
Proactively create renewal opportunities in the CRM within defined timeframes (e.g., 90–120 days prior to renewal)
Ensure renewal opportunities are properly categorized, documented, and assigned
Assemble renewal quotes and documentation using approved templates and pricing inputs
Ensure renewal opportunities follow the same documentation and approval standards as new business
Maintain high standards of Connectwise data accuracy
Ensure opportunity status accurately reflect the solution, scope, and pricing
Identify and correct missing, incomplete, or inaccurate opportunity records
Assemble sales-to-delivery handoff documentation using finalized proposal data
Ensure all required artifacts are completed prior to deal closure
Coordinate internally to confirm readiness for implementation or renewal execution
Support consistent transitions from Sales Engineering to Service Delivery
Qualification
Required
Experience in MSP, IT services, telecom, or professional services preferred
Experience working with Connectwise or other CRM Systems
Strong attention to detail and documentation accuracy
Process-driven mindset with the ability to enforce standards
Excellent written communication skills
Ability to manage multiple opportunities and deadlines simultaneously
Comfortable coordinating across Sales Engineering, Sales, Accounting, and Operations
Comfortable working with Connectwise, proposal tools, and pricing worksheets
Ability to understand technical services at a high level
Company
Unified Technologies
Unified Technologies is a communications tech firm that provides support & service for communications, security wiring, & carrier services.